Siebel eFinance Guide > Access Exceptions > End-User Procedures >

Setting an Access Level

Siebel eFinance uses access levels to grant customers access to different levels of research and literature. Setting a contact's access to a specific level allows that contact access and visibility to items and services that have the same or a lesser access level.

To set a contact's access level

  1. Navigate to the Contacts screen.
  2. From the Show drop-down list, select My Contacts.
  3. In the Contacts list, select a contact for which to set an access level.

    NOTE:  If the contact does not exist, add it. For more information about adding contacts, see Adding Contacts.

  4. In the More Info form, click the show more button, and select an access level in the Access Level field.

To set an access level for an investor

  1. Navigate to the Investors screen.
  2. From the Show drop-down list, select My Investors.
  3. In the Investor list, select an investor.
  4. In the Investors form, click the show more button, and select an access level in the Access Level field.

To set an access level for a list

  1. From the application-level menu, choose View > Site Map >
    List Management > My Lists.
  2. In the Lists list, select an access level in the Access Level field.

 Siebel eFinance Guide 
 Published: 20 October 2003